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Magnetti Supplier Quick User Guide

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Kevin How
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0% found this document useful (0 votes)
26 views

Magnetti Supplier Quick User Guide

Uploaded by

Kevin How
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 75

SUPPLIER USER MANUAL

©ALL RIGHTS RESERVED - Confidential 1 1


Index

1. Overview of Registration and Qualification Process

2. Registration Process

3. Completion/Modification of Profile Information

4. Completion of Additional Forms necessary for Qualification

5. Category modifications and Category Specific Forms Review

6. Creation of Additional Accounts (subusers)

7. How to respond to an RFI/RFQ

8. How to respond to an Auction

©ALL RIGHTS RESERVED - Confidential 2 2


Overview of Registration and
Qualification Process

©ALL RIGHTS RESERVED - Confidential 3 3


Overview of Registration and Qualification Process

1 2 3 4 5 6
REGISTRATION
COMPLETION OF
CONDITIONS & PRIVACY SUPPLIER
BASIC FORM + COMPLETION OF
POLICY ACCEPTANCE SUPPLIER PRE- SUPPLIER GENERAL CATEGORY
CLASSIFICATION + ADDITIONAL
+ QUALIFICATION QUALIFICATION SPECIFIC
CATEGORY SPECIFIC GENERAL DATA
SUBMISSION OF QUALIFICATION
FORM
COMPANY DATA

The Supplier clicks Upon clicking on Marelli reviews the The Supplier Marelli reviews the Marelli reviews
on «REGISTRATION» «Save» a new form data provided and provides the additional Supplier the Supplier
from Mareli opens up where pre-qualifies the additional data data and qualifies category specific
eProcurement General data are Supplier. requested, and, the Supplier data and qualifies
Genesis Portal, required (NDA, CoC, Depending on the whenever applicable, the Supplier on
accepts the turnover, coverage, evaluation made, also Category the category
Registration relationship with additional info may be Specific Questions specific level
Conditions and Marelli, etc). required. (in some cases
Privacy Policy and At the end of this The Supplier receives category specific
enters its main process the Supplier an e-mail that notifies questions may be
Company data. will indicate the the need to log in to asked during the
categories of interest the Portal and compile registration process,
from Marelli Category additional forms. in some other cases
Tree. Further questions in a second step)
may be asked as per
category selected. SUPPLIER PERFORMED ACTIVITIES
MARELLI USER PERFORMED ACTIVITIES
©ALL RIGHTS RESERVED - Confidential 4 4
Registration Process

©ALL RIGHTS RESERVED - Confidential 5 5


Supplier Registration Process

1 2 3 4 5 6
ACCEPT THE FLAG THE CATEGORIES
FILL IN THE COMPLETE
CLICK ON “REGISTRATION” PRIVACY POLICY AND COMPLETE THE CORRESPONDING TO
REGISTRATION REGISTRATION
FROM THE GENESIS PORTAL THE REGISTRATION BASIC FORMs GOODS AND SERVICES
FORM PROCESS
CONDITIONS PROVIDED

Email sent with Email sent to


credentials inform of account
activation

1. Marelli e Procurement Portal (called Genesis) is available from the following URL:
https://eprocurement.marelli.com/web/login.html
2. As first step it is necessary to accept Marelli Privacy Policy and the Portal Registration Conditions. This is done by flagging
the two relevant fields.
3. The Registration form consists in two main parts: Company Data and Main Account Data.
4. The Basic Forms consist in a set of general questions such as Company turnover, availability of certifications, relationship
with Marelli, etc. The supplier will also be requested to download and sign some documents (eg. Marelli NDA, Marelli Code
of Conduct, etc).
5. The categories to be selected are the ones related to Marelli Category Tree (OPEX, CAPEX and DIRECT MATERIALS).
The Supplier may navigate the tree or search by keywords through a search engine.
6. Only for some categories, additional category specific questions may be asked. After the completion of such questions, the
Supplier will be fully registered.
©ALL RIGHTS RESERVED - Confidential 6 6
Supplier Registration – Access to eProcurement Portal and Registration

1 Access Marelli eProcurement Platform from


https://eprocurement.marelli.com/web/login.html .
Click on "REGISTRATION"

©ALL RIGHTS RESERVED - Confidential 7 7


Supplier Registration – Captcha check

Complete the security


check

©ALL RIGHTS RESERVED - Confidential 8 8


Supplier Registration – Privacy Policy and Registration Conditions

Accept the Privacy


Policy to proceed

Accept Registration
Conditions to proceed.
Click "Next"

©ALL RIGHTS RESERVED - Confidential 9 9


Supplier Registration – Registration Form

3
Click "Save" only once all data within
the page are completed.
Fields marked with * are mandatory.

Complete the Registration


Company Data (e.g. Company
Name, Legal Structure, Fiscal Id,
Address. Etc.).

All suppliers belonging to NON-LATIN speaking


countries shall enter their names both in English (first
field) and in their language/alphabet (second field)

Provide Dun & Bradstreet code if available

©ALL RIGHTS RESERVED - Confidential 10 10


Supplier Registration – Registration Form

Choose a main Contact person and


email account to which all eSourcing
and Vendor notifications will be sent to

After the completion of this form you will


receive an email with a temporary
password, so it will be possible to
continue the registration process in case
you want to interrupt it, by using the
username you defined.
At the first access you can change the
password.

©ALL RIGHTS RESERVED - Confidential 11 11


Supplier Registration – Basic Profile Forms

Select of Macro-commodity
Click here to save and go to
OPEX, CAPEX, Direct (only for
the next form
eAuctions)

You may also download the


Marelli Classification tree to
understand better which one
is the Correct Macro
Commodity

©ALL RIGHTS RESERVED - Confidential 12 12


Supplier Registration – Basic Profile Forms

Select your Legal


Entity Country

Based on the selection of the Country od Legal entity, you will be asked to download specific GTC document.
You will be required to attached them signed in a following stage.

As you can see


the Quick
Navigation
menu, updates Click here to
based on the download GTC
selection and
progression of
the registration
process

©ALL RIGHTS RESERVED - Confidential 13 13


Supplier Registration – Basic Profile Forms

Provide info about your Registration


on Marelli certified Info Providers

If you are not rated by any Marelli certified Info Provider, you will be requested to attach Balance Sheet and Income Statement

©ALL RIGHTS RESERVED - Confidential 14 14


Supplier Registration – Basic Profile Forms

Attach signed NDA & CoC

Download here the official


Marelli Template

Declare if you are in possession of


some Certifications.
Please be aware that you will be
requested to attach the Certification
Documents in a following stage of
the process.

©ALL RIGHTS RESERVED - Confidential 15 15


Supplier Registration – Basic Profile Forms

Select the main Marelli Commodity of your


interest

Define the current


Relationship with Marelli

©ALL RIGHTS RESERVED - Confidential 16 16


Supplier Registration – Basic Profile Forms

Define the Turnover


in Automotive

Define your Company


Dimension and the
Geographical Coverage

©ALL RIGHTS RESERVED - Confidential 17 17


Supplier Registration – Basic Profile Forms

Select the County based on th


Geographical Coverage

In case your Company


belongs to a Group provide
additional information

©ALL RIGHTS RESERVED - Confidential 18 18


Supplier Registration – Basic Profile Forms

Define the Purchase Order


Distribution Method

In case of Email

In case of Fax

©ALL RIGHTS RESERVED - Confidential 19 19


Supplier Registration – Category Selection

Select the Category or the Categories of interest, by


navigating Marelli Category Tree or by searching some
keywords in the relative box.
Once done click "Confirm".

©ALL RIGHTS RESERVED - Confidential 20 20


Supplier Registration – Category Specific Forms

Further additional specific


questions might be asked, in case
of selection of certain Categories.

Confirmation of registration
process fully completed

©ALL RIGHTS RESERVED - Confidential 21 21


Completion/Modification of
Profile Information

©ALL RIGHTS RESERVED - Confidential 22 22


Completion/Modification of Profile Information

In order to complete change on the Registration Data you need to:


- Log in to the System
- Enter the «Organization Profile» area
- Complete or modify the data

Organization Profile

Click on "Edit" to modify the


Registration Data

©ALL RIGHTS RESERVED - Confidential 23 23


Completion/Modification of Profile Information

In case the registration has been performed by a Marelli user, and/or you have not completed all fields of the registration
process, you need to:
- Log in to the System
- You will be then re-directed to the Registration page, where you will be able to adjust your data
- Complete or modify the data
- By clicking on «Save & Continue» you will be able to proceed and finalize the registration (for further details please see
previous paragraph).

©ALL RIGHTS RESERVED - Confidential 24 24


Completion/Modification of Profile Information

In order to view the inserted data you need to:


- Log in to the System
- Click on «Organization Profile» area
- Enter the «Basic Profile» Section and click on each form to see the questions and answers you have provided

Organization Profile

Open Profile Data

Click on the form you want


to edit/update

©ALL RIGHTS RESERVED - Confidential 25 25


Completion/Modification of Profile Information

Click on "Edit" to modify the


response

Once you finished editing, click on


«Save»

©ALL RIGHTS RESERVED - Confidential 26 26


Completion of Additional Forms
necessary for Qualification

©ALL RIGHTS RESERVED - Confidential 27 27


Completion of Additional Forms necessary for Qualification

Marelli user might require you to fill in additional forms. You will be notified via email about this request. See an example below.
Upon receipt of the e-mail, log in to the system from the URL https://eprocurement.marelli.com and access the Editable
Assessments.

Access the System and click on


"Assessments" to fill in the
Additional Forms

©ALL RIGHTS RESERVED - Confidential 28 28


Completion of Additional Forms necessary for Qualification

From the "Editable Assessments»


page, select the displayed form.

Fill in all forms submitted by Marelli: click on


the first form to go through all the of them

©ALL RIGHTS RESERVED - Confidential 29 29


Completion of Additional Forms necessary for Qualification

To fill in a form click on the pencil icon on the top right of the monitor.

Click here to
EDIT

Once in the edit mode, fill in all the questions. Once you finished click Save & Next to move to the next question or Save &
Exit to go back to the main page.

Upload the Signed GTC; click on


"Download Template" to extract
the document to be signed

©ALL RIGHTS RESERVED - Confidential 30 30


Completion of Additional Forms necessary for Qualification

Upload all the certificates you declared to


possess (ISO 9001/14001 etc.) with their
relative expiry date

©ALL RIGHTS RESERVED - Confidential 31 31


Completion of Additional Forms necessary for Qualification

Provide Sales Team Contacts

©ALL RIGHTS RESERVED - Confidential 32 32


Completion of Additional Forms necessary for Qualification

Provide Shareholders Info

Provide Workforce Info

©ALL RIGHTS RESERVED - Confidential 33 33


Completion of Additional Forms necessary for Qualification

Declare your Turnover Detail

©ALL RIGHTS RESERVED - Confidential 34 34


Completion of Additional Forms necessary for Qualification

Provide the information relative to


the Main Customers

©ALL RIGHTS RESERVED - Confidential 35 35


Completion of Additional Forms necessary for Qualification

In case you are in possession of a third party


liability, you are requested to provide it

©ALL RIGHTS RESERVED - Confidential 36 36


Completion of Additional Forms necessary for Qualification

Declare your current Revenue per Marelli Plant


you apply Consignment Stock

©ALL RIGHTS RESERVED - Confidential 37 37


Completion of Additional Forms necessary for Qualification

Once all forms are compiled you can


click "Return Forms to Client"

Once the Assessment have been


returned to client, you will see this
message

©ALL RIGHTS RESERVED - Confidential 38 38


Category modifications and Category
Specific Forms Review

©ALL RIGHTS RESERVED - Confidential 39 39


Addition of Categories

In order to add a Category in your profile:


- Log in to the System
- Click on «My Categories» area
- Click on «Add Category» to open Marelli Category Tree

Click here to see the


Categories selected

Click here to add


a category

©ALL RIGHTS RESERVED - Confidential 40 40


Addition of Categories

Click "Confirm" once done

Flag the new category

Selection of Specific
Categories might
require the
completion of
Additional Forms

©ALL RIGHTS RESERVED - Confidential 41 41


Additional Forms for Specific Categories

As previously explained, some categories might be linked to certain forms. In the Category list you will notice them, since they
have an icon close to the code. If you click on it you can access the form.

Please note that forms linked to categories fully completed cannot be modified.

Category with Specific Form


completed

Category with Specific Form


NOT completed
Category without a
Specific Form

©ALL RIGHTS RESERVED - Confidential 42 42


Deletion of Categories

In order to delete a Category in your profile:


- Log in to the System
- Click on «My Categories» area
- Click on the category code and on the «...»

Click on the Category you want to remove

Click on "Remove Category"

©ALL RIGHTS RESERVED - Confidential 43 43


Creation of Additional Accounts
(subusers)

©ALL RIGHTS RESERVED - Confidential 44 44


Creation of Addition Accounts

Additional user accounts can be created by clicking on «Manage Users» from the «User Management» section.

Click on "Manage Users"

The User Management area is composed by the following sections:


- Users: create and modify the Subuser
- User Roles: create and modify specific roles with relative rights
- Divisions: create and modify the Company Divisions – by default is created a “Division” with the Superuser as Manager
- Default Users: possibility to assign Default Subusers for the Management of certain object such as the RFX

©ALL RIGHTS RESERVED - Confidential 45 45


Creation of Additional Accounts

To create a new user to Superuser – Main Contact defined during registration


the existing Superuser process. This user will be always notified.
Account (main contact),
Click on "Create"
click on Create and fill in
the Contact form.

Click "Save" once the form is completed

Type in email and username.


User will receive an email with a
temporary password. He/She can
access the System by using the
username you defined

©ALL RIGHTS RESERVED - Confidential 46 46


Creation of Additional Accounts

The additional user account does not have any right associated. Click on «View User Rights» to define the operational activities
that the user will be able to perform. Then click on «Edit» to define the permission you want to provide in the different events.

Click on "View User Rights"

Click on "Edit"
Modify the permissions

©ALL RIGHTS RESERVED - Confidential 47 47


Creation of Additional Accounts

RFx and Auction rights can be:


- "no", user does not have that activity
- "if I am associated to the Object", user will see the relevant object / will be able to operate on it only if the Superuser (Main
Account) will associate him/her to it or Marelli Buyer will do it,
- "yes", user will always be able to see and to operate on all events.

After having selected the appropriate rights, click on «Save» Click on "Save"

Modify the permissions

©ALL RIGHTS RESERVED - Confidential 48 48


Creation of Additional Accounts

In case the account/s created are able to view and operate only if associated to the relevant Object, the Superuser (Main
Account), upon receving notification of a new issued RFx/Auction by Marelli, will need to:
- Access the received RFx/Auction
- Go on the «Associated Users» section
- Click on «Add» and «Select with Search Criteria»
- Flag the user/s he/she wishes to involve. Such users will be able to view and operate as per the rights previously defined

Click on "Add"

Flag the user and click "Save"

©ALL RIGHTS RESERVED - Confidential 49 49


Creation of Additional Accounts

As option, other sections allow you to create an organizational structure for your Company. You can create Divisions and
Platform roles, to easily default the grants you previously managed at single user to various accounts.
If you proceed in this way, you can go back on the created users and associate them both Department and Role.

Click on
«Create»

Each Division must have a User


Account as Division Manager

©ALL RIGHTS RESERVED - Confidential 50 50


Creation of Additional Accounts

Click on "Create"

Define User Role name and grants

©ALL RIGHTS RESERVED - Confidential 51 51


Creation of Additional Accounts

As option, if you wish, you can define specific accounts as default users for the various events.

Select Item 1 to not indicate the default user and


allow all the Subusers to be invited by Marelli users

©ALL RIGHTS RESERVED - Confidential 52 52


How to respond to an RFI/RFQ?

©ALL RIGHTS RESERVED - Confidential 53 53


How to respond to an RFI/RFQ

Access Marelli eProcurement Platform from


https://eprocurement.marelli.com/web/login.html by
typing username and password, and clicking on
"ENTER"

©ALL RIGHTS RESERVED - Confidential 54 54


How to respond to an RFI/RFQ

Click on RFQs or RFIs to access


the event you have been
invited to

Use the filters to look for the event if necessary.


For instance, you can look for the Code or the
Description using the filter "RFQ Description"

©ALL RIGHTS RESERVED - Confidential 55 55


How to respond to an RFI/RFQ

On "My RFQs" ("My RFIs") page you will see the list of the RFQ (RFI) events for which you have been invited to provide a
response.
The initial Response Status will be «No Response Prepared». Event in status "Running " are open to all Suppliers for quotations
until the "Closing Date".

Click on the RFQ

©ALL RIGHTS RESERVED - Confidential 56 56


How to respond to an RFI/RFQ

A RFQ page is made by differ section:

RFQ DETAILS
Settings Lists information related to the RFQ content and
closing date
Buyer Attacment Stores documents that have been uploaded by the
Buyer
My Response Supplier can reply to RFQ questions
Associated Users Manage the sub users that can access event

©ALL RIGHTS RESERVED - Confidential 57 57


How to respond to an RFI/RFQ

Once inside the event, you can click on "Settings! To check all the RFQ related information like: Closing Date,
Currency etc.

©ALL RIGHTS RESERVED - Confidential 58 58


How to respond to an RFI/RFQ

You are advised of the presence of Buyer Attachments. These are the documents that have been uploaded by the Buyer for
you to access / complete as part of your response. To download the Attachments, click on the "Buyer Attachments" link

Buyer Attachments

Download all the


attachments massively

Click on the file to


download the file

©ALL RIGHTS RESERVED - Confidential 59 59


How to respond to an RFI/RFQ

To begin preparing your response, click on the «Create Response» tab on the top right side of the page. This will allow you
to answer the questions within the questionnaire.
You can also «Decline to Respond» by providing a reason.

Decline to Respond
Create Response

©ALL RIGHTS RESERVED - Confidential 60 60


How to respond to an RFI/RFQ

Make sure you carefully read any information pop-ups that the System provides as you complete and send your response to
the Buyer.
Click «Details»

©ALL RIGHTS RESERVED - Confidential 61 61


How to respond to an RFI/RFQ

The «Edit Response» tab will allow you to insert responses or modify information you have already inserted if the closing date
has not yet passed.

Click on "Edit Response" to respond to the


Questions of the different envelopes

Note: the mandatory questions are highlighted with a red asterisk. These must be completed in order to publish your response.
©ALL RIGHTS RESERVED - Confidential 62 62
How to respond to an RFI/RFQ

In Edit Mode you can respond to the questions of Qualification/Technical/Commercial envelopes, which may be:
• Yes/No
• Options list
• Multi choice
• Free Text Click "Save and
• Date Return" once
• Numeric finished
• Attachment Responses

If you wish to upload generic attachments to your response, you can do so by clicking on «Add/View Attachments».
If the questionnaire is long, make sure you click on «Save and Continue» regularly in order to avoid losing your work.
When complete, click «Save and Return»
©ALL RIGHTS RESERVED - Confidential 63 63
How to respond to an RFI/RFQ

Click on "Submit Response" to publish your offer. A pop-up will advise you that your response has been successfully published.

Click on "Submit Response"

Note that the time and date of your response submission is visibile in the top left hand corner.

You can withdraw your Response

©ALL RIGHTS RESERVED - Confidential 64 64


How to respond to an Auction?

©ALL RIGHTS RESERVED - Confidential 65 65


How to respond to an Auction

Access Marelli eProcurement Platform from


https://eprocurement.marelli.com/web/login.html by
inserting username and password, and clicking on
"ENTER"

©ALL RIGHTS RESERVED - Confidential 66 66


How to respond to an Auction

Click on Auctions to access the


event you have been invited to

Use the filters to look for the event if necessary.


For instance, you can look for the Code or the
Description useing filter "Auction Description"

©ALL RIGHTS RESERVED - Confidential 67 67


How to respond to an Auction

Before the Auction is going to start, analyze in advance carefully each single parameter of the Auction in "Settings" area.

Auction not yet started

Auction Timing

Bid Structure and Type

Start Price "Minimum Bid Improvement" to be


considered in submitting a better offer
compared to the current one

©ALL RIGHTS RESERVED - Confidential 68 68


How to respond to an Auction

Auction Timing Extension Rules and


Overtime Interval

Referent Buyer

©ALL RIGHTS RESERVED - Confidential 69 69


How to respond to an Auction

In case you have doubts, do not hesitate to contact the Buyer, through the message Area.

Or Click on "Create"

Click on "Create
Message" Type the message and send it

©ALL RIGHTS RESERVED - Confidential 70 70


How to respond to an Auction

Click on "Auction Monitor" to


partecipate to the Auction
Auction in status "Running":
bid can be submitted

"Start Price" defaulted as


initial bid

"Reserve Price" not yet reached


Decide your Bid Value and
click "SUBMIT"

Bidding rules and Bid


essential information
©ALL RIGHTS RESERVED - Confidential 71 71
How to respond to an Auction

Time left to the closure of


the Auction. Based on the
settings decided by the Click on "Confirm" if you want
Buyer, it might be extended to submit the Bid
once a new valid bid (by any
supplier) has been accepted

Successful message if your Bid has been accepted

Current "Best Bid" Rank is not always


shown: it depends
on settings defined
by Buyer

My "Last Bid"

Bid Accepted is registered in "My Bid": other


supplier's Bid are not visible
©ALL RIGHTS RESERVED - Confidential 72 72
How to respond to an Auction

Possibility to enter a message to the Buyer


through the chat box

©ALL RIGHTS RESERVED - Confidential 73 73


How to respond to an Auction

My Last Bid

Current Best Bid

Errors in case of submission are


registered in "My Bid" and you will be
notified with a message popup.

©ALL RIGHTS RESERVED - Confidential 74 74


How to respond to an Auction

Reserve Price reached

Last Bid is currently the Best Bid

Auction Ended

©ALL RIGHTS RESERVED - Confidential 75 75

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